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AVANTAX ADVISORY SERVICES, INC.: SPYD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on SPYD, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 82,011 SPYD shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 82,011 shares
    Change vs previous 13F +625 shares

    0.02% of the 13F portfolio, value $3,480,559.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 81,386 shares
    Change vs previous 13F +56,629 shares

    0.02% of the 13F portfolio, value $3,602,148.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 24,757 shares
    Change vs previous 13F -97 shares

    0.01% of the 13F portfolio, value $1,070,504.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 24,854 shares
    Change vs previous 13F -1,732 shares

    0.01% of the 13F portfolio, value $1,134,582.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 26,586 shares
    Change vs previous 13F -201 shares

    0.01% of the 13F portfolio, value $1,069,536.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 26,787 shares
    Change vs previous 13F +581 shares

    0.01% of the 13F portfolio, value $1,090,480.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 26,206 shares
    Change vs previous 13F -6,594 shares

    0.01% of the 13F portfolio, value $1,027,006.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 32,800 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,150,298.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).